Bluerock’s Josh Hoffman answers five questions about Blue Vault’s 2025 Alternative Investments Mid-Year Outlook and Select Sector Reports and how wealth advisors can use the report to advance their alts knowledge.

...the industry is pulling together to educate advisors about alts as evidenced by the overwhelming level of contribution to this report.

An UPREIT is a tax-advantaged investment structure that allows property owners to exchange their DST ownership into the operating partnership of a more diversified real estate investment trust.

The nontraded REIT industry raised an estimated $2.08 billion in the first quarter of 2025, up from $1.72 billion in the fourth quarter of 2024 and $1.38 billion in Q3 2024.

As the end of Q1 2025, investors saw several positive impacts from the industry upsurge, including an average distribution yield of 8.77% and abounding opportunities with 21 open funds currently raising capital.

Blue Vault’s alternative investment data includes coverage of 48 active tender offer funds. Of those, the five top capital-raisers in the second half of last year were all equity-focused.

To showcase our industry-leading alts analytics, we’ve unlocked the vault to give you an exclusive look at one of our individual performance pages.

Alternative investments terminology can sometimes seem contradictory, but it's important to understand the lingo in order to make an informed pitch to investors.

“A financial advisor has to be in tune with what’s on their broker-dealer’s platform before they can talk to their investors about opportunities." — Catherine Bowman, The Bowman Law Firm